Comments (1)
Quarterly frequency. - Good suggestion, you can simulate this now by creating 4
trades that are yearly frequency with the dates being 3/31, 6/30, 9/30, and
12/31.
____________________________________________________
Sell % of asset class target/portfolio value. - The "purchase % of asset class"
will actually create a buy OR sell trade. If the asset class is overvalued, a
sell trade will be created. If it is undervalued, a purchase trade will be
created. Adding sell % of portfolio value is something that can be added.
____________________________________________________
Compounded Annual Growth Rate and its corresponding Geometric Standard
Deviation. - Can you point me to some formulas for calculating this?
____________________________________________________
Not sure if this is done already, but Return & Cost Basis Linking. i.e. sell
one security but rather than transfer the proceeds to the $ account, have it
transferred to and purchase another security and carry over the original cost
basis. - I will have to think about this one, it won't be easy.
Original comment by [email protected]
on 29 Jan 2012 at 12:10
- Changed state: Accepted
from mypersonalindex.
Related Issues (20)
- Download price data for TSP HOT 2
- Enhancement - Allow copy-paste of Holdings or Trades HOT 1
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- Importing Prices HOT 4
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- Does not retrieve latest closing price for periods of time HOT 2
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from mypersonalindex.